Filed October 12, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,244 | $152,104-33.4% | $184,200-45.0% | $106,408-4.9% |
| Participation rate | 82.9% | 85.9%-2.9pp | 86.8%-3.9pp | 69.9%+13.0pp |
| Annual return | 19.99% | 20.70%-0.7pp | 28.80%-8.8pp | 17.37%+2.6pp |
| Employer contribution / active EE | $2,158 | $5,326-59.5% | $6,424-66.4% | $3,361-35.8% |
| Participant deferral / active EE | $7,306 | $8,559-14.6% | $9,132-20.0% | $5,567+31.2% |
| Admin fee / account holder | $0 | $103-100.0% | $13,907-100.0% | $79-100.0% |